This article describes the steps of the Project import and Project linking from Project Online to PPM Express as well as Resources import.
In this scenario, we consider that you are importing or linking Projects from Project Online to PPM Express for the first time.
Linking PPM Express Project to Project Online Project
1. Open the PPM Express Project that you would like to link to the Project Online Project and press the Connect button.
PPM Express allows configuring fields mapping for synchronizing additional data. Please find more details here.
2. On the 'Link to Project' tab select the Project Online option.
3. Open the Connection drop-down and select Add new connection option.
- To add Project Online connection using a Basic authentication type refer to this article.
- To add Project Online connection using the OAuth authentication type refer to this article.
4. As the connection is added, you can link the PPM Express Project to the Project Online Project.
If you would like to link the PPM Express project to an existing Project Online Project, choose the 'Existing Project' option (is chosen by default), open the Project drop-down and select the required Project from the list.
Press the Link Project button to link the selected Project to the PPM Express Project.
When linking the PPM Express Project to the Project from Project Online for the first time, and there are tasks within the PPM Express project, PPM Express will suggest switching from the primary PPM Express Schedule to the Schedule synced from Project Online. If there are no PPM Express tasks on the Project selected for linking, the primary Schedule will automatically switch to Project Online (without showing a message).
The primary schedule setting defines from what schedule the rolled-up values will be displayed in the global Project rolled-up fields on the Project dashboard Details section. For more details, please refer to the Project Settings article. Please refer to the 'Project Schedule rolled-up fields for each connection' article for a detailed description of the roll-up fields for external connections
If you would like to create a new Project in Project Online and link it to the PPM Express project, select the 'New Project' option, type the name of your new Project.
Press Create Project button to create the Project in Project Online and link the newly created Project to the PPM Express Project.
Project linking will start immediately.
Importing Projects from Project Online
1. On the Projects page, select to open Actions drop-down and choose the Import Projects option.
3. Select Project Online from the available list of source systems.
4. In the Connection section, select Add new connection option.
- To add Project Online connection using a Basic authentication type refer to this article.
- To add Project Online connection using the OAuth authentication type refer to this article.
5. When the connection is added, click on the connection name.
6. On the next step, choose the Projects from Project Online you want to import into PPM Express by marking the corresponding check-boxes on the list.
7. Click on the Import button.
When importing Projects from Project Online, new Projects are created with the Project OnlinePrimary Schedule by default. If a Project already exists, the primary schedule is also changed to the Project Online Schedule.
Depending on the amount of data to process, this operation may need some time. You can see the import progress.
As soon as the Project import is completed, you will see the Already linked status for the linked Projects.
To exit the Import Projects screen, just click on the left part of the page outside the Import Project screen.
First, you will get to the step where you can add another Connection if required. After the first import operation is complete, you can select another account to import your Projects from.
If you do not need to import more Projects to PPM Express, click on the left part of the page outside the Import Project screen once again.
Your imported Projects will appear on the Projects page in PPM Express.
Importing Resources from Project Online
In a very similar way, you can import your Resources from Project Online to PPM Express.
1. On the Resources page, open the Actions drop-down and choose the Import Resources option.
2. Select Project Online from the available list of source systems.
3. In the 'Connection' section, select Add new connection option.
- To add Project Online connection using a Basic authentication type refer to this article.
- To add Project Online connection using the OAuth authentication type refer to this article.
4. As you add the connection, click on the connection name.
5. Mark the corresponding Resources in the list and click on the Import Resources button.
As the import process is completed, you will see the Already linked status next to the Resources selected for import.
To exit the Import Resources screen, just double-click on the left part of the page outside the Import Resources screen.
Now you can navigate to one of the Projects we have just imported. The following PPM Express Project sections can be populated with data from Project Online: Team, Key Dates, Risks, Issues, and Schedule.
To manage your Project, use the control panel in the upper right part of the Project dashboard:
- Force sync project. This button allows manually synchronizing your Project with the linked item at the source system. If it's grayed out, it means that sync is currently in progress.
- Linked project. Open the linked Project in Project Online
- Link Project. Opens Configure connections menu for the current Project allowing changing the linked item at the source system or unlinking the Project completely.